Client Solutions

Why a Financial Planner?

As your financial planner, we make it easy to leave the legacy you want for your loved ones.​
Why a financial planner
Why a financial planner

What is important to you?

Because the cornerstone of any good plan is your dreams. Whoever you are, whatever your dreams, the reality is that there is a price tag attached. That’s where we fit in. We can help you put in place, or course correct, a plan that takes you from dreams to reality.

Financial planning is not about frugality and wistfulness. It’s about strong conviction and a strategy. We can build you a strategy, offensive and defensive, that will help you cultivate the right habits and follow through. When you choose us, you’re choosing to surround yourself with a team of coaches and experts to guide you and cheer you on.

Financial Planning available through Becker Hillier Financial Planning INC.

Personalized Advice.

The Value of Advice.

Advice can have a positive and significant impact on the growth of your financial assets.
No advice

No Advice

4-6 YEARS OF ADVICE

4-6 Years of Advice

7-14 YEARS OF ADVICE

7-14 Years of Advice

15+ Years of Advice

Source: Cirano Report: Econometric Models on the Value of Advice of a Financial Advisor.

Young Families & Singles

I’d like to get started investing when I’m young. Where do I start? (20’s and 30’s)

By getting a head start on investing in your 20s or 30s, you have one major asset that your parents don’t: time. Time, plus the habits you start now will take you far on the road to making your dreams come true.
Young Families

So, let’s get the conversation started!

What are your dreams? Do you want to own a house? Have a family? Build a business? Ensure you’re able to travel the world? All of those things?

If you’re already a family, your priorities might be a bit different in that you might need to take protective steps to insure your income against illness, disability or premature death. With little ones underfoot, you might be wondering about creating the opportunity for further education.

A winning financial game plan is not glamorous, it’s just common sense. For more information or to set up an appointment to discuss an appropriate game plan for your dreams, please feel free to contact our office.

Mid-Career Families

Life just got a whole lot more real. How do I cope? (40’s)

For many Canadians in their 30s and 40s, the line is never as straight as it looks. Business opportunities, aging parents, divorces, blended families, market meltdowns, health challenges –– just to name a few –– may enter the mix and leave you confused about your next move.
Midcareer

There are always solutions that make sense, no matter what life may have in store for you. Whether you’re worried about your health or the health of a loved one, family continuity, retirement possibilities or planning for sabbaticals, sorting out the tax and estate implications is part of a winning financial plan. Helping you find the answers to the situations life throws at you is what we do best.

A winning financial game plan is not glamorous, it’s just common sense. For more information or to set up an appointment to discuss your dreams, please feel free to contact our office. Let’s get the conversation started!

Your Acceleration Years

I’ve got this; things are on autopilot. But how do I make sure I stay on track? (50’s)

So you’ve been on track with your commitments for life and you feel more in control now. Once you’ve passed certain milestones in your life and career, your dreams start to take shape.
Acceleration years

Checking in on your plan regularly to make sure it fits your plans for life and allows you to be able to fit in those extras as well as keep on track to the future of your dreams is key. At this stage, it’s also a great idea to keep a more careful eye on your efforts to save for retirement and make sure you are firmly on track.

Let us help you assess and change your plan with the solutions that make sense, no matter how trouble-free or full of twists and turns your life might be. Whether your concerns are retirement or that lifelong dream of a renovated family home, we can help.

A winning financial game plan is not glamorous, it’s just common sense. For more information or to set up an appointment to discuss your dreams, please feel free to contact our office. Let’s get the conversation started!

Nearing Retirement

Retirement is sneaking up on me. Am I really prepared? (60’s)

There comes a point when you realize that retirement is closer than you thought. When the calendar starts to say it’s almost time to start filling your days with things other than work. Congratulations. You’ve done well! And you’re about to enter the best years of your life.
Nearing Retirement

There are a number of plans and decisions to be made as you get your financial house in order for retirement. Helping you to create a retirement plan that allows you to sleep at night with peace of mind and confidence is what we do best.

If you’re turning 71 this year, you will have to convert your RRSPs to an RRIF (or annuity) before the end of the year. Find out what the lower minimum withdrawals introduced in the 2015 Federal Budget means to you.

We take a look at the complete picture, balance all of the competing priorities – your retirement lifestyle, your business or personal assets, your need for income, your family’s special needs, your health –– and provide a practical approach to making your retirement dreams start to manifest themselves.

A winning financial game plan is not glamorous, it’s just common sense. For more information or to set up an appointment to discuss your dreams, please feel free to contact our office. Let’s get the conversation started!

Retired

Retirement is unpredictable. How can I ensure a sustainable plan? (65+)

The saving and investing patterns that have gotten you to retirement are different from the patterns that will get you through retirement.
Nearing Retirement

Whether you’re newly retired or have been living the retired life for a few years, we can help you create a formal income plan that soothes the tax bite on your retirement income over time and gives you the peace of mind that you’ll be able to fund your desired lifestyle expenses throughout your retirement years – no matter how long that might be.

Our team has specialized expertise that combines tax and estate planning to help you make the most efficient use of your assets in retirement. We take a look at the whole picture –– your health, your retirement lifestyle, your need for income, your desire to create a legacy for future generations or for your favourite charities –– and provide you with the options and guidance to make sure that your financial life is organized exactly as you’d like it.

A winning financial game plan is not glamorous, it’s just common sense. For more information or to set up an appointment to discuss your dreams, please feel free to contact our office. Let’s get the conversation started!

Business Owner

My work is my life. How is financial planning different for me?

As a small business owner, you face a unique set of financial challenges. Your personal and business situations are closely linked and a successful personal circumstance depends heavily on how well your business does.
Business Owner

Our team has specialized expertise in helping small business owners like you plan and coordinate your financial affairs to ensure that you are well on track to the life of your dreams – on your own terms!

A winning financial game plan is not glamorous, it’s just common sense. For more information or to set up an appointment to discuss your dreams, please feel free to contact our office. Let’s get the conversation started!

We appreciate the attention given by Becker Hillier Financial Planning to practically all our investments in GIC's, RRIF's and Mutual Funds, TFSA's, over the past many years. His direction and planning has been very worthwhile to my husband and I.
– Lena & James Bobier

How can Becker Hillier Wealth Management Help?

1

Meet

No cost, no obligation process where we look at your current situation, analyze your investments and develop a comprehensive financial plan that works for your lifestyle and goals.Meet with us
2

Plan

We help you structure your investments according to your goals so that you can make your money grow with confidence.
3

Grow

As life changes, so do your goals. To make sure your plan remains in line with your goals, we’ll meet regularly to review your progress and ensure your plan continues to fit your objectives.
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